To start, connect both your oppbot and actionstep accounts to viaSocket. Once connected, you can set up a workflow where an event in oppbot triggers actions in actionstep (or vice versa).

Absolutely. You can customize how oppbot data is recorded in actionstep. This includes choosing which data fields go into which fields of actionstep, setting up custom formats, and filtering out unwanted information.

The data sync between oppbot and actionstep typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.